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Education Planning

Need help saving for college? Northern Financial is here for you

It’s never too late or too early to start saving for your children’s education.  Northern Financial works with you to put together a weekly or monthly savings strategy and to choose the 529 or other plan that works best for you and your family.


Investment products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC.  Northern Financial is a trade name of Northern Bank & Trust Company.  Infinex and the Bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of, nor guaranteed or insured by, any bank or bank affiliate.  These products are subject to investment risk, including the possible loss of value.

Send a message or Give us a call 800 273 6908

Our approach - keep it simple


  • Investment Strategy: Our approach to your childrens' education is simple – we only start investing when we both agree on a plan that is easy to understand. 


  • Fees: You need to trust the person helping manage your money.  We are upfront and transparent about our fees. 


  • Personal: Our success is built on the strength of our relationships.  Your advisor works directly with you to create a customized plan, tailored to meet your needs.


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Choosing a 529 plan that works for you 

Saving early for college education is one of the smartest things you can do to meet the rising cost of tuition. 529 plans are convenient education savings plans operated by a state or educational institution designed to help you set aside funds for future college expenses. But navigating among the different plans, fees, rules and regulations can be complicated. Let Northern Financial help you.


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Depending on your state of residence, there may be an in-state 529 plan that offers tax and other benefits.  Before investing in any state's 529 plan, investors should consult a tax adviser. 

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Call Us 800 273 6908

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